CHANGE MANAGEMENT & ERP:How to Get to YES

VILLAGE OF WOODRIDGE THE ERP EXPERIENCE

ERP Team

Selecting Consultant

Request For Qualifications (RFQ)

Demonstrations of Software

Implementation Consultant

Village Project Manager

Software Selection

Implementation

Upgrades

Continuing Education

ERP TEAM

ERP  TEAM

WHO? Management & Power Users

WHERE?On‐site

WHY?To Make Decisions

WHAT?Weekly or Monthly Meetings 

SELECTING CONSULTANT

Team Interviewed

Team Questioned

Team Decided

RFQ

Consultant  created RFQ

Consultant collected RFQ

Consultant analyzed RFQ

Consultant presented 

results of RFQ

ERP Team made demo decision

SOFTWARE DEMONSTRATIONS

•Represented department decision

•Evaluated universal feedback

•Collected feedback and questions from end‐users

•Encouraged  end‐users to attend all events

ERP TEAM

ERP TEAM

ERP TEAM

ERP TEAM

IMPLEMENTATION CONSULTANT

• Optional (Senior Management Decision)• Weekly Status Meetings Deadlines Progress Homework assignments Risks Conference calls with software company

VILLAGE PROJECT MANAGER

Focused on ERPLead ERP ImplementationCoordinated trainingStudied internal processesResolved issuesMonitored deadlinesReviewed staff supportCelebrated milestonesLiaison between departments

SOFTWARE SELECTION/IMPLEMENTATION

FINANCIALS  Sept go‐live

PAYROLL/H.R.      Jan go‐live

UB/AR/CASHIERING April go‐live 

COMMUNITY DEVELOPMENT   Sept go‐live

FINANCIALS

FINANCETEAM

Chart of Accounts

Account Structure

Funds

Balance Sheet 

Accounts

Cost Center

Project Codes

LEADERSHIP ASSIGNMENTS

Financials(Finance Team)

Payroll/HR(Nadine)

Utility Billing(Linda)

AR/Cashiering(Daren)

PAYROLL - HUMAN RESOURCES

Staffing Department morale Changing processes Employee Self Serve (ESS)Workflow approvals Pay codes Project codes Training Challenges

UTILITY BILLING (UB)

UB Staffing Staff morale Changing processes Customer Service Communication efforts Recurring payments  Letter to residents (errors) Training Challenges

ACCOUNTS RECEIVABLE - CASHIERING

Staffing Staff morale Training Credit card machines PCI Compliance Auto pay  A/R codes Challenges

UPGRADES

10.5 

11.2

11.3

CONTINUING EDUCATION

Annual Conference

Local Training

Internal Focus Groups

WHERE ARE WE TODAY?

Lost NO employees

Happy staff (now that it’s over)

High level of commitment

QUESTIONS?Nadine Alletto  Director of Finance 

630‐719‐4713